See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,697 | $99,341-81.2% | $84,750-77.9% | $273,961-93.2% |
| Participation rate | 66.7% | 80.7%-14.0pp | 76.6%-9.9pp | 83.0%-16.3pp |
| Annual return | 17.09% | 22.93%-5.8pp | 22.78%-5.7pp | 41.45%-24.4pp |
| Employer contribution / active EE | $2,352 | $4,214-44.2% | $3,574-34.2% | $4,869-51.7% |
| Participant deferral / active EE | $5,375 | $4,269+25.9% | $3,712+44.8% | $5,287+1.7% |
| Admin fee / account holder | $134 | $6,644-98.0% | $5,332-97.5% | $10,132-98.7% |